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Online payment link settings

You can include an Intuit PaymentNetwork online payment link on any invoice. Set your preferences to save time.

Payment methods

Whenever you enable online payments, you can offer customers 2 ways to pay:

  • Bank account. Lets the customer pay directly from their bank account into yours.
  • Bank account & credit card. Gives the customer the additional option to pay by credit card.

Note: Fees for each option differ. For details, choose Online Services > Intuit PaymentNetwork > About PaymentNetwork. Settings you make here affect only QuickBooks invoices. If you made different payment method settings on the PaymentNetwork site, they don’t apply to QuickBooks invoices

Set preferences

You can set online payment link preferences by:

  • Individual invoice. When you create the invoice, click or clear the Enable online payment checkbox. Then choose the payment method(s) you want to offer.

  • All invoices for a customer. Turn links on or off for specific customers. Edit the customer and click the Payment Info tab. Within the Add online payment link to invoices field, select one of the following:

    Follow Company Default

    Whatever online payment link setting you chose in preferences for all invoices (see next bullet) carries over to this customer

    Always ON (bank only)

    No matter what option you chose in preferences, links are automatically ON when you create an invoice for this customer and the customer can pay only through their bank account.

    Always ON (bank & credit card)

    No matter what option you chose in preferences, links are automatically ON when you create an invoice for this customer and the customer can pay either by bank account or credit card.

    Always OFF for this customer

    No matter what option you chose in preferences, links are automatically OFF when you create an invoice for this customer.

    Note: This customer option overrides your setting in preferences for all invoices, which you'll read about in the next bullet. For example, when you turn links on for a customer, they stay on, even if you chose not to include payment links on invoices by default within preferences.

  • All invoices for all customers. You can have payment links turned on or off by default when you create invoices. Choose Edit > Preferences. Select Payments then click the Company Preferences tab. Select or clear the Include online payment link on invoices checkbox and click the drop-down arrow to choose the payment methods you want to accept. If you want to show links on printed invoice too, select the Also include on printed invoices checkbox.

Turn off all payment links

If you want to turn off all PaymentNetwork links everywhere—even for individual customers you'd turned on—choose Edit > Preferences. Select Payments then click the Company Preferences tab. Click the Turn off payment links button.

Note: This action turns links off for all invoices and all customers (even customers whose link setting you previously turned on). Also, if you resend a past invoice that included the link, the new version won't have a link.

KB ID# INFO_IPN_LINK_SETTINGS_EXPLAIN
12/2/2016 4:23:33 PM
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